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Cessation of activity mid-December is an opportunity to switch off… and let the mind wander
1 month ago
Welshcake is grateful for a lull in credit markets. The downtime has inspired him to dream up a CLO play -
I foresee various spooky spectacles hitting our screens - and your long portfolios
2 months ago
Welshcake is settling in for a horror movie marathon. But in the previews he sees monsters lurking behind tight credit spreads -
They said it: "We’re going to change the world of finance"
4 months ago
Big ambitions in blockchain -
Past returns: Trying a different route to Balliol
4 months ago
Five years ago in Creditflux we reported on Numen Capital absorbing credit hedge fund manager Balliol Capital -
They said it: "Imagine a garden party and all of a sudden a big wasp shows up"
5 months ago
On Creditflux’s US CLO webinar last month, Napier Park’s head of US CLO investments Serhan Secmen described the March sell-off as a garden party -
2020 is a massive opportunity for change - and clinging to past achievements won't wash
6 months ago
Statues don’t serve much of a purpose. It’s time to move on — and credit investors can and should be part of the movement -
Points up front: Channelling Twain, Agent Smith and Mike Tyson
6 months ago
Lockdown can adversely affect one’s grasp of reality, and for credit portfolio managers this has manifested itself in a penchant for quoting famous (sometimes fictional) figures -
There will surely be jewels in the high yield dung heap, but the risk-reward is more compelling in IG
7 months ago
Whatever the long-term effects of the pandemic, one thing stays the same: IG looks attractive -
Points up front: Blame it on capitalism
8 months ago
You know it’s a tough month for returns when a hedge fund manager quotes Lenin and laments that capitalism and globalisation have failed to distribute wealth efficiently -
Investors need to ask: can my asset manager survive the crisis?
Mergers, declines in assets and changes in risk profile can signal that an investment manager is not as healthy as it was -
You need a balanced portfolio that’s ready for calculated risk taking — so consider a barbell approach
11 months ago
Investors can’t afford to be too conservative as they prepare for the end of the cycle -
Don’t get too comfortable. The truth is there are hundreds of things that could be catalysts for a sell-off
1 year ago
Just because there’s no obvious sign of a sell-off, doesn’t mean it’s not going to happen. Often, market moves defy logic -
Points up front: There are lies, damn lies and awards pitches
1 year ago
We’re hearing empty boasts, trash talking of their rivals and no shortage of promises that will absolutely be delivered. -
Points up front: Talking his book (which is available on Amazon)
1 year ago
For listed asset managers, an earnings call is generally not the right forum to market or advertise upcoming funds. But it might be exactly the right place to try and sell your book. -
It may seem a bit rich for Welshcake to tell staid CLO investors they need to be more sensible
1 year ago
Bespokes are the next big thing — and you’d be wise to get involved -
Helicopter money is more productive than sponsoring the next bout of company share buybacks
1 year ago
The ECB is set to recommence its asset purchase programme, but what’s wrong with putting money directly into the hands of people? -
Points up front: Benefits of being unethical
1 year ago
Investing ethically is increasingly becoming part of a credit manager’s mandate, with environmental, social and governance (ESG) strategies all the rage. -
Tourists have turned high yield into a sketchier neighbourhood… IG credit could be the answer
1 year ago
Using CDS to exploit roll-down in IG credit can generate good returns even in a low-rate environment -
I still love to sit in front of computer screens to try and understand markets
1 year ago
Jochen Felsenheimer of Xaia Investment takes our credit quiz -
They said it: "I enjoy problem-solving and puzzles"
1 year ago
CQS founder Sir Michael Hintze on his role as senior investment officer at the London-based credit fund manager -
I liked it when banks could hold risk and actually had inventory to shift
2 years ago
Louis Gargour, CIO of LNG Capital, takes our credit quiz -
Lack of covenants could be a big theme in the next credit cycle
2 years ago
Citadel's Marina Lutova Meyers takes our credit quiz -
CDS could help wean credit off the QE intravenous drip
2 years ago
Muzinich's high yield portfolio manager Thomas Samson takes our credit quiz -
Points up front: traders are dedicated, no matter how hot it gets
2 years ago
When a fire alarm goes off, you should make your way to the nearest exit: unless you’re a trader -
Join the debate: most memorable moment in credit
2 years ago
At Creditflux we’ve now produced 200 monthly magazines since Fishknife first came up with the idea of tracking the global credit markets in 2001). We asked several key credit industry officials about their most memorable moment in credit
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